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merlindru
43 days ago
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Salesforce to Acquire Fin (formerly Intercom) for ...
If you asked the same selection of people about Saudi Aramco or SK Hynix none of them would know what those are either though, right?
I do think 60B for Cursor is way overvalued. Just not sure how to quantify
embedding-shape
43 days ago
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Fair point, those are valuable for other reasons. My point was more to illustrate "Nike is valuable because of the brand", without using those exact words :)
merlindru
42 days ago
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ah i see your point - my bad
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I do think 60B for Cursor is way overvalued. Just not sure how to quantify